What is a Client Portal? What are its benefits? PowerPoint PPT Presentation

A client portal has now become a necessity for business accounting departments and accounting companies.Client portals help in doing away with the need for sending out sensitive client information over e-mails. Most businesses now-a-days prefer a client portal for their payables process.This gives them access to important information on a periodic basis.

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What is a Client Portal? What are its benefits?

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What is a Client Portal?

A client portal has now become a necessity for business accounting departments and accounting companies.

Client portals help in doing away with the need for sending out sensitive client information over e-mails.

Most businesses now-a-days prefer a client portal for their payables process.

This gives them access to important information on a periodic basis.

(Contd.)

A client portal is very simple to use. The client can simply login with their username and password to review all kinds of financial information that includes:

Financial documents such as invoices, estimates and purchase orders

Financial statements and tax returns

Making payments online

Benefits of a Client Portal

The client can easily upload important financial documents onto client portal, as and when required.

No need to organize meetings to discuss or communicate important issues faced by the client. The portal provides a messaging system to solve queries can communicate in a timely manner.

With a client portal in place, a business can easily achieve the optimum number of billable hours for the business. Since a client portal reduces communication with the client, one can focus on other activities and business development.

A client portal makes the client servicing processes, much more cost effective and efficient.

A client portal provides an opportunity to completely customize the experience for the users. This goes a long way in enhancing the user experience.

A client portal makes project management extremely simple. It helps in collaborative project management for the client by creating client groups related to the project.

The client portal is a cloud based solution and the clients can easily access them from anytime, anywhere.

The client portals simplify all client information in one place. The client can easily access any of that information.

Client portals are helpful in managing can scaling up the customer relationship management process.

Client portals make the process of client servicing quick and productive.